Hi,
Is there a report in Reckon Hosted that allows you to run a suppliers listing with a column for the date of the last transaction we had with them?
Thank you.
Hi Retreev
Not specifically - The Transaction List by Supplier will show you all transactions within a specified date range & can be filtered to show one or multiple Suppliers, with the ability for filter further for other info/columns, but there's not specifically a "Last Transaction Date" column.
As Shaz said, there is no good solution for it. If you plan to use this report more often, probably a custom solution might work best and I can help you with this. Let me know if you are interested.
Hi @PhuongDo
Thank you, but it's not something I will be using all of the time. I was hoping I could just run a report that showed the last transaction date and then I could make all old suppliers inactive and clean up the accounts quickly and easily.
I have just been looking at the supplier centre and going through each supplier. It's slow, but I guess it will work well enough!
Thanks for your help.
Hi @Retreev,
It is something I can add to my free tool. I will let you know once it is ready. You are free to use it. At the moment it offers some magic already :)
Thanks,
Phuong
@PhuongDo
That would be fantastic, thank you! I will wait to hear from you when it is ready.
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